+567.3%
VRT vs HAS
+50.4%
+516.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | -21.4% | -0.2% | -21.2% | -21.4% |
| 30D | -25.8% | +31.0% | -56.8% | -35.6% |
| 3M | -33.5% | +30.7% | -64.2% | -42.4% |
| 6M | -49.0% | +23.9% | -72.9% | -55.1% |
| YTD | +12.9% | +48.3% | -35.4% | -10.3% |
| 1Y | 0.0% | +60.2% | -60.2% | -24.0% |
| 3Y | +361.8% | +189.2% | +172.6% | +129.4% |
| All | +567.3% | +50.4% | +516.9% | +495.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling